Book Image

Automating Salesforce Marketing Cloud

By : Greg Gifford, Jason Hanshaw
Book Image

Automating Salesforce Marketing Cloud

By: Greg Gifford, Jason Hanshaw

Overview of this book

Salesforce Marketing Cloud (SFMC) allows you to use multiple channels and tools to create a 1:1 marketing experience for your customers and subscribers. Through automation and helper tasks, you can greatly increase your productivity while also reducing the level of effort required in terms of volume and frequency. Automating Salesforce Marketing Cloud starts by discussing what automation is generally and then progresses to what automation is in SFMC. After that, you’ll focus on how to perform automation inside of SFMC all the way to fully running processes and capabilities from an external service. Later chapters explore the benefits and capabilities of automation and having an automation mindset both within and outside of SFMC. Equipped with this knowledge and example code, you'll be prepared to maximize your SFMC efficiency. By the end of this Salesforce book, you’ll have the skills you need to build automation both inside and outside of SFMC, along with the knowledge for using the platform optimally.
Table of Contents (20 chapters)
Section 1: Automation Theory and Automations in SFMC
Section 2: Optimizing Automation inside of SFMC
Section 3: Optimizing the Automation of SFMC from External Sources
Section 4: Conclusion


In this chapter, we reviewed the different methods for understanding and applying custom integrations into our existing business process as well as any items we've identified for automation.

In addition to this, we've gained a greater understanding of the different types of integration, particularly data integrations, and how these architectures can drive the type and method of our implementations. This also gives us a greater understanding of our existing data processes and keeps what we are seeking to accomplish at the front of our minds.

Finally, we examined the concept of limits regarding the Salesforce platform, which helps dictate both the capabilities and types of integrations that might be applicable for our use case. In the next chapter, let's dive a little more deeply into workflows to determine how we can easily refine proper use cases for automation and how Salesforce Marketing Cloud fits into your overall processes.